Podcast appearances and mentions of nick kunze

Nick Kunze of Sanlam Private Wealth discusses the day's market moves, news out of Nvidia, the gold price, market sentiment, the dollar, and the likelihood of a recession. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB's Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking's Dylan Govender on the 90-day tariff pause – is it enough breathing room for businesses to plan ahead?

If Trump sticks to his tariff guns, where should your money go? Value stocks, defensive plays, or glittering gold? Nick Kunze from Sanlam Private Wealth weighs in. Tarina Vlok, MD of Elite Risk Acceptance, shares how to protect your prized possessions – when luxury calls for elite cover. Momentum's Andile Jonas explains why stashing cash isn't a strategy – long-term wealth needs more than just savings.

Nick Kunze of Sanlam Private Wealth discusses the day,s market developments as we digest Trump.s tariff troubles and their impact both locally and globally. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth on the latest US inflation data: With this increase coming in hot, how concerned should we be? Luno's Johan Hetzel talks about how illicit transactions in crypto are now significantly lower than in traditional finance. Rob Southey from Momentum Corporate takes a look at where the two-pot withdrawals have been going.

Nick Kunze of Sanlam Private Wealth runs us through the day's market developments, Tesla being hammered, the gold price hitting record highs, where money is flowing to, Sasol, and SAs risk profile. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth unpacks Rainbow's results and what US jobs data means for markets. Andrew Williams from Schroders on Trump, tech, and whether value stocks still offer real value. Dylan Govender of Investec Business Banking explores Trump's bold trade moves and what local investors should keep an eye on.

Nick Kunze from Sanlam Private Wealth breaks down Truworths's results and Thungela's latest update. KAP CEO Gary Chaplin on results as their new fibreboard production kicks into gear. Mesh.trade MD Connie Bloem on shaking up gold with tokenised TroyGold.

Nick Kunze from Sanlam Private Wealth unpacks the latest results from Anglo American and Gold Fields; Brett Levy looks at Blue Label's increased stake in Cell C; Gold Fields CEO Mike Fraser discusses its strong performance; SuperSport's Rendani Ramovha explains the evolving sports broadcasting business; Standard Bank's Motlatsi Mkalala examines SA's working-class struggles; and Zanele Matome of Welo Health highlights corporate wellness investments. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth comments on a decent day on the markets, including results from Anglo American and Gold Fields, gold miners performing well on the day, the market recovering from the postponement of the national budget speech, and the SA bond market remaining attractive. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,' where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

Nick Kunze of Sanlam Private Wealth reflects on the day's market developments, the gold price, sentiment around cryptocurrencies, financials recovering after Trump's comments, where he's finding value, and what has him concerned. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth on load shedding and trade wars ... it's about to get bumpy. Gert Blignaut, CEO Beefmaster Group SA, explains why beef producers are upbeat about 2025 prospects. PR de Wet from VDT Attorneys stresses that smart tax planning today fuels stronger portfolio growth tomorrow.

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.

Nick Kunze from Sanlam Private Wealth shares insights on the standout winners and new listings on the JSE in 2024, highlighting which stocks he would hold into 2025. Meanwhile, Dino Zuccollo of Westbrooke Alternative Asset Management reflects on the performance of private equity and private credit markets over the past year, looking back at the trends and developments shaping these sectors in 2024.

Nick Kunze from Sanlam Private Wealth comments on Trump's proposed 100% tariffs on Brics nations and whether Spar's making a comeback. Nikki Quinn, of NIQ South Africa, highlights trends in local consumer spending. Mohale Rakgate, CIO of the Infrastructure Fund, discusses the economic impact of funding large-scale projects in South Africa.

Nick Kunze from Sanlam Private Wealth discusses Murray & Roberts's trading suspension and AngloGold Ashanti's Egyptian acquisition. Reunert CEO Alan Dickson reviews strong results driven by defence and power cable segments. Bradley Elliott, CEO of RelyComply, highlights emerging money laundering tactics involving unregulated gambling, cryptocurrency, and digital muling.

Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent rally.

Nick Kunze of Sanlam Private Wealth runs us through the day's market moves, commodities, big moves (good and bad) after Trump's win, gold seeing losses, investor sentiment, local interest rates, the Chinese picture, and what we can expect before the end of the year. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth on the TFG and Richemont results and what's up (down) with gold? Nico Katzke from Satrix shares insights on their Global Balanced Fund of Funds ETF, currently in its IPO stage. Reza Hendrickse from PPS Investments explains why local bonds are outperforming equities in 2024.

Nick Kunze of Sanlam Private Wealth discusses the day's market developments, US bank earnings, US elections, commodities doing well, and the rand. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth discusses US bank earnings and Equites Property Fund's results. Grant Alexander from Private Client Holdings explains the distinction between wealth creation and wealth preservation. Santho Mohapeloa from Allianz Commercial highlights the growing cost of cybercrime in South Africa.

Nick Kunze of Sanlam Private Wealth discusses the day's market moves, investor uncertainty, geopolitical tensions, US jobs numbers and market sentiment, and unexpected green shoots locally. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks about how corporates manage cash effectively in a declining interest rate environment.

Nick Kunze of Sanlam Private Wealth discusses the day's market developments, markets awaiting US and SA interest rate decisions, resources seeing weakness after a four-day winning streak, financial stocks playing defence, general market sentiment, and sectors he's liking at the moment. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector. Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report. Tim Atkin, co-chair of the International Wine Challenge, weighs in on the global standing and value of South African wines.

Nick Kunze from Sanlam Private Wealth discusses City Lodge's recovery and strong results from Sun International, despite global market volatility. Noor Kapdi from Dentons highlights South Africa's role as a key gateway for trade treaties in Africa. Andrew Amoils from New World Wealth unpacks the rise in crypto millionaires.

Nick Kunze of Sanlam Private Wealth discusses the day's market moves, the Jackson Hole economic symposium kicking off, the gold price, interest rates, Shein suing Temu, and where to from here for the rest of 2024. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth discusses Standard Bank's latest results: modest Heps growth but improving impairments. Richan Schwellnus from Tax Consulting SA: Are foreign tax credits a welcome relief or a trap for wealthy South Africans? Savca CEO Tshepiso Kobile unveils insights from their latest private equity survey.

Nick Kunze from Sanlam Private Wealth discusses Gold Fields's disappointing update and MTN's latest performance. Steve Binnie, CEO of Sappi, on how dissolving pulp is driving profits amid a global shortage. KPMG SA's Pierre Fourie analyses the decline in global fintech investment to $51.9 billion.

Nick Kunze of Sanlam Private Wealth discusses the day's market developments, the volatility we saw this week, the US labour market, Glencore and what's happening in the mining sector, announced board changes, MTN, and the SA picture for investments. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth discusses the implications of weaker US unemployment data on potential rate cuts in September, the decline in Brent oil prices, and recent developments in Japanese markets. Clyde Parsons from BrightRock delves into the intricacies of life insurance policies and what you need to know. Brett Mackay from 10x Investments talks about longevity, the impact of fees, and timing your retirement wisely.

Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike. Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results. Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election.

Nick Kunze from Sanlam Private Wealth analyses Friday's weak jobs data and its potential impact on the Fed, as well as the factors driving PGMs higher. John Loos of FNB discusses the Q2 2024 Property Broker Survey, noting a decline in sales activity in two of three sectors, possibly influenced by pre-election caution. Debra Slabber of Morningstar SA emphasises that time is more important than return in investing and saving.

Nick Kunze of Sanlam Private Wealth discusses the day's market moves, the rand, the markets' continued wait for the cabinet announcement, bond yields, Ayo shareholders' decision, and Absa's trading update. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth discusses Coronation's victory in its case against Sars. Steven Brown from Fortress provides insights on the company's five-month update, while Schroders' Sebastian Mullins explains the implications of the latest positive economic data for the Federal Reserve.

Nick Kunze of Sanlam Private Wealth discusses the day's market moves, the local currency showing strength, the impact of elections on investor sentiment, the financials corner, US equity markets, the interest rate cycle and when we might finally see a cut in SA, more leadership changes at EOH, results out of Copper 360, and the copper space in general. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth on the latest robust US jobs report and how TFG's strong results are lifting the entire clothing retail sector. Lucinde Rhoodie from Cliffe Dekker Hofmeyr discusses piercing the corporate veil and a recent SCA judgment expanding its definition. Plus, Vis Govender, CEO of FirstEquity Group, delves into the risks of civil unrest for businesses and insurers.

Nick Kunze from Sanlam Private Wealth unpacks results from Dis-Chem and Lewis. Philip Short of Flagship Asset Management offers insights on the GLP-1 producers Eli Lilly and Novo Nordisk. Alec Cutler of Orbis Investments explores alternative AI investment opportunities beyond Nvidia.

Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends in agriculture machinery and what they can tell us about the months and years ahead.

Nick Kunze from Sanlam Private Wealth unpacks Netcare's trading update and the disappointing US jobs data. Is this good news for rate cuts? Alex de Wet of Cliffe Dekker Hofmeyr offers tips for protecting yourself in the booming rental market. Morningstar SA's Roné Swanepoel on the insane power of compounding and the rule of 72.

Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray? Anchor's Casey Sprake helps us understand US ten-year bonds

Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week. Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050. Explore the implications of UK non-domiciled tax reforms for South Africans with Rupert Clarey from Stonehage Fleming.

Nick Kunze from Sanlam Private Wealth unpacks Capitec's strong update and the Mondi/ DS Smith deal. Bruce Strong, CEO Mpact, on good results in a very tough economy. Steven Beattie on the Transaction Capital AGM, only 22 minutes and none of his questions read out. What are shareholder rights?

Nick Kunze from Sanlam Private Wealth offers insights on the MTN update while expressing concerns about FirstRand's results, which appear modest in comparison to its valuation. Maahir Jakoet from Old Mutual Investment Group shares insights into the tech and healthcare stocks he is currently overweight in. Debra Slabber from Morningstar South Africa discusses strategies for managing returns and questions the perception of volatility as a real risk in investments.

Sanlam Private Wealth's Nick Kunze discusses markets, and with the recent listing details of WeBuyCars, is this a company worth keeping an eye on? Additionally, the Nikkei 225 is on the verge of reaching its 1989 all-time highs. Nerina Visser from etfSA unpacks what the ‘partial delisting' of an ETF means. Should we worry? Petri Redelinghuys from Herenya Capital Advisors talks the Bitcoin halving. What is it, and what's the expected impact?

Nick Kunze from Sanlam Private Wealth unpacks the latest updates from British American Tobacco, Anglo, Kumba and Amplats. Samukelo Zwane from FNB Wealth and Investments does some myth-busting around structured products. Simon's thoughts on MultiChoice and Canal+, mandatory offers and possible changes to the Electronic Communications Act of 2005.

Nick Kunze from Sanlam Private Wealth talks markets as US markets all hit all-time highs on Friday and a horror start to the year for PGM stocks. Is there any value here? Gerhard Swart from Performanta on AI and cybercrime. Stian de Witt from NMG Benefits on the importance of making kids smarter about money which will benefit them into adulthood.

Sanlam's Nick Kunze on the US jobs data … what's it telling us about rates in 2024? Gavin Reubenson from Paycorp talks SA crypto users and turning your bitcoin into fiat at an ATM. Albert Botha from Ashburton Investments talks about the wild ride in fixed income over the last three years.